Filed October 25, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,562 |
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $45,282 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,307 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,940 | $88,122-12.7% | $141,162-45.5% | $67,579+13.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 22.28% | 75.40%-53.1pp | 71.39%-49.1pp | 378.56%-356.3pp |
| Employer contribution / active EE | $6,552 | $3,224+103.2% | $4,735+38.4% | $2,148+205.1% |
| Participant deferral / active EE | $6,702 | $5,958+12.5% | $6,709-0.1% | $3,539+89.4% |
| Admin fee / account holder | $196 | $131+49.4% | $10,261-98.1% | $142+37.4% |